Customer Dataset Details Page

This content is only for clients with Product Data and Customer Data options in the DATASETS menu in the top navigation bar. If no menu options appear when you click DATASETS, then this content doesn't apply to your account. Instead, see Customer Attributes Dataset Details Page.

View key information about a customer dataset both on the Customer Datasets list page and on its details page.

Customer Datasets List Page

To access the list page, click DATASETS in the top navigation bar, and then select Customer Data.

The Customer Datasets list page in the legacy version of the Monetate user interface

The following information appears for each dataset on the Customer Datasets list page:

  • The dataset's name
  • How long ago the dataset was last updated
  • The number of attributes in the dataset

If SFTP appears to the right of the dataset's name, then automatic updating via SFTP has been enabled for that dataset. See Update a Customer Dataset via SFTP for more information about this option.

Place your mouse pointer in the upper-right corner of a dataset tile to access the additional actions menu.

Animated demonstration of a user placing the mouse pointer in the upper-right corner of a dataset tile and viewing the additional actions menu for the dataset

File Upload History

Click View Upload History to open the Upload History modal, on which you can view details about previously uploaded files. Click the name of a file to download it.

The 'Upload History' modal for a customer dataset

Managing Automatic Updates

If automatic updates via SFTP is enabled for the dataset, then Manage Auto Updates appears in the menu. Click this option to open the Configure Automatic Updates (SFTP) modal to view key information about the directories, connection settings, and update queue.

The 'Configure Automatic Updates (SFTP)' modal for a customer dataset

Deleting a Dataset

When you click Delete, one of two warning messages appears.

If the dataset is not used in any experiences—active, inactive, or expired—then the message reminds you that you must re-create the dataset if you want to use it after deleting it. Click DELETE to complete the action.

The 'Delete Dataset' modal for a customer dataset not used in any experiences. The warning reads, 'Attributes from this dataset will no longer be available to use in experiences. If you need these attributes in the future, you will need to re-import the entire dataset.'

If the customer dataset is part of an experience, including inactive and expired ones, then the message lists all those experiences.

The Delete Dataset modal for a customer dataset used in experiences. The warning message reads, 'This will remove all attributes inside CRM Data. All experiences using one or more of these attributes will be affected. Targets will be removed and analytics will be compromised for the following experiences:' The acknowledgement statement reads, 'I understand that I am about to delete CRM Data and that this will affect all active experiences using CRM Data attributes for targeting.'

You must click the checkbox beside the statement that you understand the ramifications of deleting the dataset, and only then can you click DELETE to complete the action.

Current Updates

The right-hand column of the Customer Datasets list page shows the dataset updates that are in progress but paused or updates that resulted in errors.

Callout of the 'Current Updates' column on the Customer Datasets list page

Click RESUME when you want a paused update to continue uploading, or click the delete icon to stop the process.

For an update with errors, click VIEW ERRORS to learn what problems prevented it from completing successfully. Click the delete icon to remove the file.

Uploading Data

Click UPLOAD DATA to launch the Datasets Upload wizard. If you're creating a new customer dataset, refer to Upload a Customer Dataset for the steps. If you're updating an existing customer dataset, refer to Update or Replace a Customer Dataset.

Dataset Details Page

Click the name of a dataset on the Customer Datasets list page to access its details page.

The Overview tab of a customer dataset details page

Attributes

All the attributes in the dataset are listed in the order in which they appear in the original file. Click the name of any attribute listed to see the following information about it:

  • Format: The data type selected, which can only be STRING, NUMBER, BOOLEAN, or DATE
  • Can target by: The operators you can use when including this attribute in a filter, such as Has value, Equal to, or Starts with
  • Active Experiences: The name of any active experience, if any, in which the attribute is employed, with the name serving as a link to that specific experience
  • Inactive & Expired Experiences: The name of any inactive or expired experience, if any, in which the attribute was employed, with the name serving as a link to that specific experience

Detailed view of two attributes on a dataset's details page

In addition to viewing details about each attribute in the dataset, you can perform a variety of actions from the dataset details page.

Click the pencil icon to edit the dataset's name.

Enabling Automatic Updates

Click AUTO (SFTP) to enable and configure automatic updates to the dataset via SFTP if this setting isn't already enabled. Next, click ENABLE AUTOMATIC UPDATES to view information about the SFTP directories, connection settings, and update queue.

You cannot disable SFTP updates once enabled.

Animated demonstration of a user clicking the 'Auto (SFTP)' button on a customer dataset's Overview tab. The 'Configure Automatic Updates (SFTP)' modal then appears, and the user places the mouse pointer on the modal's 'ENABLE AUTOMATIC UPDATES' button.

This modal also shows the dataset's unique prefix that must appear at the beginning of the filename for each update you submit via SFTP.

Callout of the dataset's unique filename prefix shown in the Configure Automatic Updates (SFTP) modal

See Update a Customer Dataset via SFTP for more information on configuring and using this update method.

Updating the Dataset

Click UPLOAD DATA on the far-right side of the details page to launch the Datasets Upload wizard specifically for updating an existing dataset, whether that update is partial or full.

Animated demonstration of a user clicking the 'UPLOAD DATA' button on the Overview tab of a customer dataset. The 'Datasets Upload' wizard then loads with options to perform a full or partial dataset update.

See Update or Replace a Customer Dataset to understand the differences between a full and partial update and to understand what data you can and cannot update using the wizard.

Additional Options

The additional options menu (...) contains these options:

  • View Upload History: Opens the same Upload History modal available from the dataset's tile on the list page
  • Delete Dataset: Triggers the same one of two warning messages as described in the Customer Datasets List Page section of this documentation.

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